Dylan Byers

American journalist

1. IBM is absolutely nuking. The stock is down 25%.

   Dylan Byers · TBPN · IBM Nukes, Demis Govt Plan, Paramount WBD Deep Dive | Dylan Byers, Noah Schochet, Saam Motamedi, Ioannis Antonoglou, Jack Dent, Evan Burns & Jamie Seltzer, Tyler Page · 2026-07-14

2. I don't see how Bonta wins that case.

   Dylan Byers · TBPN · IBM Nukes, Demis Govt Plan, Paramount WBD Deep Dive | Dylan Byers, Noah Schochet, Saam Motamedi, Ioannis Antonoglou, Jack Dent, Evan Burns & Jamie Seltzer, Tyler Page · 2026-07-14

3. It's much easier to regulate the compute.

   Dylan Byers · TBPN · IBM Nukes, Demis Govt Plan, Paramount WBD Deep Dive | Dylan Byers, Noah Schochet, Saam Motamedi, Ioannis Antonoglou, Jack Dent, Evan Burns & Jamie Seltzer, Tyler Page · 2026-07-14

• $PSKY Paramount Skydance — 6 mentions
• $NFLX Netflix — 5 mentions
• $WBD Warner Bros — 5 mentions
• $IBM — 5 mentions
• $ACB Aurora Cannabis — 2 mentions
• $CAT Caterpillar — 2 mentions
• $ORCL Oracle — 2 mentions
• $SPCX SpaceX — 1 mention
• TBPN · IBM Nukes, Demis Govt Plan, Paramount WBD Deep Dive | Dylan Byers, Noah Schochet, Saam Motamedi, Ioannis Antonoglou, Jack Dent, Evan Burns & Jamie Seltzer, Tyler Page · 2026-07-14